Your technology partner, for wealth and mortgages

We design and build exceptional technology

Your technology partner, for wealth and mortgages

Our Velocity platform makes the process of delivering financial advice, regardless of product type, simpler, faster and more efficient.

Our Platform

Our Platform

Velocity

Leveraging Twenty7tec’s integration first approach, Velocity is a complete technology solution that underpins our CAPTURE, SOURCE, APPLY, and INSIGHT modular suite of applications.

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Capture

CAPTURE acts as a secure portal for clients looking to communicate electronically with their adviser. All data and documents uploaded by the client into CAPTURE are seamlessly transferred into Velocity. The user interface of CAPTURE can be branded to suit the needs of the advisor or firm.

Source

SOURCE is a configurable web based application that enables users to search across and compare mortgage, equity release, secured and bridging loan products. SOURCE can be seamlessly integrated via API into third party systems and direct to consumer websites.

Apply

Once a user of SOURCE has selected the appropriate product, data relating to the client, property and product moves seamlessly to APPLY and subsequently onto the appropriate lender for submission via API.

Twenty7tec Insight

All user activity within Velocity is tracked by our INSIGHT application, and subsequently provided back for interrogation to intermediaries, lenders, funders, and government organisations.

FinPlanHome

Acting as a full customer relationship management solution for Mortgage advisers, FINPLAN Home supports advisers in delivering a comprehensive, compliant and efficient mortgage advice process.

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FinplanProtection

For advisers dedicated to protection, FINPLAN Protect offers customisable workflow and fact-find capability, customer engagement tools, as well as product research and fulfilment solutions.

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FinplanWealth

A comprehensive solution for the provision of financial advice for all product types, FINPLAN Wealth combines customisable workflows, fact-finding, and deep provider integration to deliver a best-in-class solution.

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Our Latest News

What people say about us

Apply is a very important milestone in an exciting journey for us all, and I am delighted that MAB will be first to benefit from the integration with these lenders.

Peter Brodnicki
The Mortgage Advice Bureau
Mortgage Advice Bureau

At Legal & General, we needed a partner that was equally dynamic and understood that retirement lending needs to meet these challenges: Twenty7tec was clearly that partner. It is a fantastic advancement to highlight the value of lifetime mortgages in this manner.

Steve Ellis
Legal & General Home Finance
Legal & General

Twenty7tec are the market leaders for mortgage fintech. Whether it’s their broker experience products like the market leading APPLY platform for seamless broker/lender integration, or the timely, comprehensive market trend data from INSIGHT, Twenty7Tec can always be relied upon to deliver a first class product, superb client support, and an innovative and collaborative approach to solving market issues.

Alex Beavis
Head of Mortgage Products - Skipton Building Society
skipton-building-society

Nathan and his team provided us with bespoke training on Insight in August. The training was fantastic and the team helped us build reports that were relevant for us. Insight is a fantastic platform for lenders as it gives us real-time data showing how our products are performing with intermediaries. It helps with tranche management, estimating pipeline volumes, ESIS production, market trends, and search trends.

Insight not only helps with the monitoring of your products when live, it has recently helped us to better understand the high LTV market and has been used by our Propositions team to make more informed decisions. Insight helps us to feel confident in the decisions we are making.

Paula Mercer
Head of Residential & Commercial - Atom Bank
atom-bank

Virgin Money partnered with Twenty7Tec to revolutionise the mortgage process. Since going live with the APPLY module, we’ve been impressed by adoption levels across the pilot group and the efficiencies a fully integrated DIP and FMA journey has delivered.

We look forward to extending this functionality to further CloudTwenty7 users over the coming months and working with the Twenty7Tec team to make the process of searching, applying for and obtaining a mortgage simpler, faster and more efficient.

Nicola Goldie
Head of National Accounts at Virgin Money
virgin-money

Our Awards

Mortgage Strategy Awards

– Best Technology Provider

Mortgage Industry Marketing Awards

– Best Marketing Fintec (Steph Teague)

Mortgage Introducer Awards

– Innovator of the Year

HLPartnership Awards

– Best Technology Service Provider

Financial Reporter Awards

– Best technology Provider of the Year

Mortgage Introducer Awards

– Innovator of the Year

FRWRA

Winner – Women in Financial Technology (Niki Cooke)

MGF Awards

Winner – Best use of Technology

SFI Awards

Winner – Best use of Technology

Mortgage Introducer Awards 2020

Winner – Innovator of the Year

Specialist Finance Introducer Awards

– Best use of technology

HLPartnership ‘Stronger Together’ conference

– Best technology service provider

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